“There’s too much AI pessimism,” Mourad wrote. “AI (baskets) are cheap to year-to-date earnings trends, they may require fresh bad news to go down further, which we think is unlikely.” Read More
“There’s too much AI pessimism,” Mourad wrote. “AI (baskets) are cheap to year-to-date earnings trends, they may require fresh bad news to go down further, which we think is unlikely.” Read More
